Bloomberg Training and the BMC

Create a Bloomberg Account

Log into the Bloomberg terminal with your IT username and password.2. Select the green Bloomberg icon on the desktop.3. Select Enter or <Go> to begin. 4. Select ‘Create a new login.’5. Enter your personal information. Use your Royal Holloway email address. You must give a valid telephone number in international format (ie. +44 7…) so that Bloomberg can contact you to set up your account. Stay by the Bloomberg terminal until you receive the text message/phone call or Bloomberg will not be able to validate your login. 6. Select whether you want to receive confirmation from Bloomberg by a text message or a phone call.7. When you have received your text message or phone call, enter the four digit code you are given to validate your account.8. Make a note of your username and the password you created. If you do not use your login details within 90 days, you will need to recreate your account.9. Finally, log into Bloomberg to test your new account.

Getting started guide

Basic Commands

Main Menus & Security Specific Functions

When first introduced to the Bloomberg system it is advisable to use the main menus. This helps the user get a feel for the broad scope of Bloomberg and to clearly see a list of the analytics (and associated function codes) that are available.

Once a Bloomberg user is more familiar with the various function codes they may simply type those codes directly onto the screen and access the function instantly (thus saving time and bypassing the broad menus).

When you want to go back to the 'home' screen (start over) type: HOME. This is the page that appeared when you logged in.

If you type MENU, this takes you back to the main menu of your current search.

Security Specific example

To go to Microsoft's Historical Line Chart (stock prices), you could type:MSFT US <Equity> <GO> You would see a menu, from there select item 17, for Historical Line Chart, with the mnenomic 'GP' OR type: MSFT US <Equity> GP <GO> This by-passed 2 additional steps: 4 <GO> 1 <GO>MSFT US <Equity> GP W <GO> This by-passed 2 additional steps & set graph to weekly using W for Weekly

Top 5 Bloomberg Questions

1. How do I search for a company by name?

Type the company name at the cursor prompt and select the company from the list of suggested companies that appears below the name you typed

OR

If you do not see your company name in the list of suggested companies, hit the <HELP> key and then click onCompanies or Equities

2. How do I use the graphing function?

Enter:

G <GO> then choose 1 <GO> to create a new graph. Follow instructions to set-up a graph.